I was just thinking a couple of days ago – should I buy Intel stock? Nah, I thought, surely it's all priced in by now
MARKET TRENDS
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AI Infrastructure Deployment in Small and Medium Businesses
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Infrastructure is only half the story.
— Nina Schick (@NinaDSchick) 24 avril 2026
Yes, we’re seeing massive CapEx going into AI—hardware, compute, energy—but the true transformation only begins when and where AI is actually deployed into the economy.
That’s where small and medium-sized businesses come in.
This next… pic.twitter.com/vJQwL3F8E9Infrastructure is only half the story. Yes, we’re seeing massive CapEx going into AI—hardware, compute, energy—but the true transformation only begins when and where AI is actually deployed into the economy. That’s where small and medium-sized businesses come in. This next
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Google I/O 2026: Major Release Expected with Significant Compute Advantage
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I assume we will see a big release on google i/o on may 18th. again: google doesnt have the compute constraint most frontier labs have. Expect a high jump on evals and usage soon.
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Tesla Plans $25 Billion Investment in AI and Robotics
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Tesla plans $25bn spend on AI and robotics | BBC News https://
youtu.be/kQFUezpmrbE?si
=JLYgRivluKP0M4RG
… via @YouTube #teslabot #tesla #optimus #humanoidtech #humanoid #robot #Robotics #AI #TechRevolution #TechInnovation #ArtificialInteligence #PhysicalAI @AlbertoEMachado @Eli_Krumova @postoff25 -
Three categories of LLM tasks: economic, differentiating, and tweetable
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I have little to say about GPT-5.x for the same reason I’ve long had little to say about Claude 4.x—which is that every txt2txt LLM task is at most two: 1) A task with real economic value
2) A task that differentiates frontier models
3) A task you would gladly read in a tweet -
OpenAI Accelerates Release Cycle with Significant Near-Term Improvements
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Faster releases are coming. So maybe we see monthly releases instead of bi-monthly? OpenAI chief scientist: significant improvements in the short term, extremely significant improvements in the mid term. We barely begun
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AI Superpower Competition: The Race for Global Dominance
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“The leader in AI will rule the world.” This is the greatest technology competition in history. And, yes, it is existential. Only two countries have the capacity to become an AI Superpower, integrating the entire supply chain of Intelligence, from the mine to the model. (And
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GPT 5.5 vs Mythos: Benchmark Performance Comparison Analysis
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A false narrative is being shared that GPT 5.5 ties with Mythos on several benchmarks as if that made them equivalent. What's being overlooked is that GPT 5.4 was already on par with Mythos in those benchmarks, except for Terminal Bench 2.0…
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Big Tech’s 4x Move: Platform Power Through Market Dominance
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Calling the 4x move "platform power" is generous, it's just because they can.
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GPT-5.5 Pro Reaches Claude Mythos Level Performance
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From an eval perspective, GPT-5.5 pro is Claude Mythos level but for public use.